Statistics released by BNY Mellon Asset Servicing today show that Balanced Pooled Funds had a difficult second quarter of 2012 with median returns sliding back into the red at -2.9 percent. Balanced ...
On July 29, 2025, the Department of Labor (the “DOL”) published limited interpretive guidance regarding pooled employer plans, or “PEPs,” in the Federal Register (the “New Guidance”). Although PEPs ...
As the former head of the Pooled Plan practice at a major record keeper, I had hundreds of conversations with advisors, consultants, TPA’s, pooled plan providers, fund partners and others looking to ...
With external borrowing under pressure, African states are redesigning how they fund infrastructure. Capital-market ...
PEP participation is growing as the pooled plans offer an option to the complexity and scale of managing a standalone 401(k) plan. Aon PLC announced that its pooled employer plan, Aon PEP, grew to $5 ...
CHICAGO, Nov. 28, 2023 /PRNewswire/ -- Aon plc (AON) (NYSE: AON) has announced that its Pooled Employer Plan (Aon PEP) has reached $2 billion in 401(k) assets under administration and commitments ...
The US is reshaping how it funds UN humanitarian aid, shifting to pooled financing to boost impact, cut costs and tighten oversight.
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